UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,575
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$259M
3
+$259M
4
PPL icon
PPL Corp
PPL
+$248M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$215M

Top Sells

1
+$578M
2
+$452M
3
+$327M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$288M
5
CVX icon
Chevron
CVX
+$266M

Sector Composition

1 Technology 14.59%
2 Healthcare 8.77%
3 Financials 8.68%
4 Consumer Discretionary 6.48%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$42.7M 0.02%
2,383,304
+345,660
627
$42.7M 0.02%
2,717,372
+266,066
628
$42.7M 0.02%
388,316
+43,503
629
$42.6M 0.02%
356,764
-430,416
630
$42.4M 0.02%
272,032
+241,682
631
$42.2M 0.02%
404,279
-62,779
632
$42.2M 0.02%
606,346
-43,462
633
$42.1M 0.02%
660,198
-7,256
634
$41.9M 0.02%
50,288
+41,908
635
$41.8M 0.02%
390,968
-25,777
636
$41.7M 0.02%
574,567
-106,878
637
$41.6M 0.02%
1,175,846
-75,552
638
$41.6M 0.02%
1,999,455
-61,683
639
$41.5M 0.02%
65,202
-1,867
640
$41.4M 0.02%
798,415
+285
641
$41.2M 0.02%
750,082
+17,540
642
$41.2M 0.02%
965,018
+142,322
643
$40.9M 0.02%
1,450,519
+85,095
644
$40.9M 0.02%
814,378
+13,261
645
$40.7M 0.02%
926,311
-481,394
646
$40.5M 0.02%
630,794
+18,190
647
$40.4M 0.02%
2,391,282
-507,580
648
$40.2M 0.02%
2,771,032
+570,512
649
$39.9M 0.02%
274,026
+236,397
650
$39.9M 0.02%
1,238,970
-631,750
24 25
26
27 28